LONDON CO OF VIRGINIA - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, LONDON CO OF VIRGINIA held in its portfolio 170 assets valued at $17,332,760,892 (i.e. $17.33B).

The most valuable assets in the portfolio included: APPLE INC ($656.77M), NORFOLK SOUTHN CORP ($522.84M), and CORNING INC ($509.90M).

The chart below shows the top 10 valuable assets, and the table below shows the top 170 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in LONDON CO OF VIRGINIA Portfolio
APPLE INC
NORFOLK SOUTHN CORP
CORNING INC
BERKSHIRE HATHAWAY INC DEL
BLACKROCK INC
SCHWAB CHARLES CORP
AERCAP HOLDINGS NV
PROGRESSIVE CORP
TE CONNECTIVITY PLC
ARMSTRONG WORLD INDS INC NEW
LONDON CO OF VIRGINIA - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INC 2415820 656771301 COM
NORFOLK SOUTHN CORP 1810853 522838063 COM
CORNING INC 5823446 509902370 COM
BERKSHIRE HATHAWAY INC DEL 996386 500848596 CL B NEW
BLACKROCK INC 421889 451585370 COM
SCHWAB CHARLES CORP 4105993 410231531 COM
AERCAP HOLDINGS NV 2761384 396978060 SHS
PROGRESSIVE CORP 1692345 385386366 COM
TE CONNECTIVITY PLC 1597254 363397676 ORD SHS
ARMSTRONG WORLD INDS INC NEW 1866241 356641429 COM
JOHNSON & JOHNSON 1718193 355584202 COM
PHILIP MORRIS INTL INC 2158010 346148714 COM
NEWMARKET CORP 492820 338706758 COM
AIR PRODS & CHEMS INC 1358082 335480613 COM
CINCINNATI FINL CORP 2050554 334900780 COM
MICROSOFT CORP 682175 329924046 COM
TEXAS INSTRS INC 1854025 321658579 COM
LOWES COS INC 1320289 318406114 COM
DOLLAR TREE INC 2537874 312184368 COM
SOMNIGROUP INTERNATIONAL INC 3472812 310053632 COM
CHEVRON CORP NEW 2000668 304925814 COM
CHURCHILL DOWNS INC 2620723 298187041 COM
DOMINION ENERGY INC 4778330 279963362 COM
CUMMINS INC 542656 277014824 COM
ENTEGRIS INC 3169391 267022060 COM
CISCO SYS INC 3407829 262506260 COM
ALPHABET INC 805540 252778452 CAP STK CL C
CHUBB LIMITED 802837 250591105 COM
ALTRIA GROUP INC 3839122 221364800 COM
NORTHROP GRUMMAN CORP 383058 218440979 COM
STARBUCKS CORP 2537928 213720706 COM
MOELIS & CO 3061979 210480800 CL A
ALLISON TRANSMISSION HLDGS I 2099988 205589166 COM
FASTENAL CO 5039665 202242570 COM
M & T BK CORP 975521 196548906 COM
ALLY FINL INC 4314895 195421760 COM
UNITEDHEALTH GROUP INC 582841 192411107 COM
WATERS CORP 504674 191694964 COM
STERIS PLC 740436 187716385 SHS USD
KEYSIGHT TECHNOLOGIES INC 917882 186505324 COM
VULCAN MATLS CO 646566 184414977 COM
CBRE GROUP INC 1096232 176263845 CL A
COOPER COS INC 2074379 170016474 COM
PAYCHEX INC 1445883 162201402 COM
OLD DOMINION FREIGHT LINE IN 1030574 161594746 COM
OTIS WORLDWIDE CORP 1845843 161234755 COM
UNIFIRST CORP MASS 835370 161145741 COM
FIDELITY NATL INFORMATION SV 2420425 160861742 COM
POST HLDGS INC 1586633 157157079 COM
LENNOX INTL INC 315164 153039661 COM
AVANTOR INC 11936522 136792547 COM
BALL CORP 2505696 132726932 COM
BRUKER CORP 2783125 131113553 COM
WHITE MTNS INS GROUP LTD 58697 121996162 COM
COPART INC 3007359 117738228 COM
APTARGROUP INC 910151 111002549 COM
CROWN CASTLE INC 1227261 109068716 COM
MARTIN MARIETTA MATLS INC 170480 106151042 COM
POOL CORP 433463 99155501 COM
VISA INC 282707 99148172 COM CL A
LAMB WESTON HLDGS INC 2078791 87080873 COM
REPUBLIC SVCS INC 383498 81274731 COM
HANOVER INS GROUP INC 391468 71550439 COM
AMPHENOL CORP NEW 524534 70886091 CL A
OREILLY AUTOMOTIVE INC 755714 68928674 COM
MURPHY USA INC 170315 68729839 COM
ACI WORLDWIDE INC 1401837 67022143 COM
MARZETTI COMPANY 365000 60014849 COM
FEDEX CORP 203352 58740259 COM
CASELLA WASTE SYS INC 547044 53578471 CL A
ISHARES TR 789943 52136505 CORE S&P MCP ETF
QUALYS INC 389254 51733292 COM
FIRST INDL RLTY TR INC 820034 46963817 COM
EQUITABLE HLDGS INC 970930 46264814 COM
CCC INTELLIGENT SOLUTIONS HL 5733903 45584542 COM
DECKERS OUTDOOR CORP 387314 40153504 COM
HENRY JACK & ASSOC INC 208436 38036610 COM
CHURCH & DWIGHT CO INC 427366 35834639 COM
CREDIT ACCEP CORP MICH 79337 35186122 COM
AXALTA COATING SYS LTD 1058342 34195157 COM
ZEBRA TECHNOLOGIES CORPORATI 139594 33897940 CL A
ACUSHNET HLDGS CORP 422887 33755015 COM
LANDSTAR SYS INC 229155 32930007 COM
REVOLVE GROUP INC 1061837 32056903 CL A
VONTIER CORPORATION 847183 31498342 COM
MATSON INC 252114 31149126 COM
BROWN FORMAN CORP 1181778 30797231 CL B
GATES INDL CORP PLC 1411837 30312159 ORD SHS
ESSENTIAL PPTYS RLTY TR INC 1014490 30089816 COM
ATLANTIC UN BANKSHARES CORP 847406 29913485 COM
NVIDIA CORPORATION 159200 29690800 COM
ISHARES TR 140864 29629334 RUS 1000 VAL ETF
ISHARES TR 41699 28566657 CORE S&P500 ETF
GRAHAM HLDGS CO 24963 27428013 COM CL B
INGEVITY CORP 448770 26558378 COM
ATKORE INC 411729 26042072 COM
SAIA INC 78519 25640432 COM
ELI LILLY & CO 23789 25565563 COM
ELEMENT SOLUTIONS INC 1005972 25139360 COM
TORO CO 309838 24390978 COM
EPLUS INC 277521 24338875 COM
CTS CORP 554625 23776867 COM
PRICESMART INC 190017 23309714 COM
HAEMONETICS CORP MASS 263565 21125001 COM
ALEXANDER & BALDWIN INC NEW 802740 16568583 COM
NORWEGIAN CRUISE LINE HLDG L 706163 15761558 SHS
HOME DEPOT INC 43562 14989684 COM
LIBERTY LIVE HOLDINGS INC 178952 14881648 COM SHS SER C
VAIL RESORTS INC 102714 13641360 COM
INTERPARFUMS INC 154684 13122061 COM
ISHARES TR 52515 12927548 RUSSELL 2000 ETF
COCA COLA CO 167585 11715867 COM
ISHARES TR 30455 11373154 RUS 1000 ETF
CERTARA INC 1249237 11005787 COM
ENOVIS CORPORATION 371972 9909396 COM
MARTEN TRANS LTD 840576 9565774 COM
TREX CO INC 252509 8858202 COM
GREAT LAKES DREDGE & DOCK CO 584424 7667643 COM
BERKSHIRE HATHAWAY INC DEL 10 7548000 CL A
DEERE & CO 14908 6940718 COM
CRH PLC 40964 5112307 ORD
TAIWAN SEMICONDUCTOR MFG LTD 15241 4631587 SPONSORED ADS
CSX CORP 105837 3836591 COM
WILLIS TOWERS WATSON PLC LTD 10483 3444714 SHS
CARMAX INC 70360 2718710 COM
ICON PLC 14438 2630901 SHS
MAGNUM ICE CREAM CO NV 165541 2627327 ORD SHS
PENSKE AUTOMOTIVE GRP INC 15816 2503586 COM
NIKE INC 36202 2306429 CL B
ALCON AG 27960 2232285 ORD SHS
SPDR S&P 500 ETF TR 3242 2211462 TR UNIT
GATX CORP 12150 2060640 COM
TREDEGAR CORP 283273 2033922 COM
BRISTOL-MYERS SQUIBB CO 37453 2020215 COM
DUKE ENERGY CORP NEW 16961 1987999 COM NEW
WELLS FARGO CO NEW 19790 1844428 COM
NETFLIX INC 16100 1509536 COM
UTZ BRANDS INC 144413 1499007 COM CL A
COSTCO WHSL CORP NEW 1730 1491848 COM
AMAZON COM INC 6400 1477248 COM
MONDELEZ INTL INC 26138 1407009 CL A
EXXON MOBIL CORP 11415 1373681 COM
PACCAR INC 11992 1313244 COM
SHERWIN WILLIAMS CO 3900 1263717 COM
HERSHEY CO 6808 1238920 COM
BURFORD CAP LTD 105708 942915 ORD SHS
UDR INC 23373 857322 COM
LPL FINL HLDGS INC 2270 810776 COM
TARGET CORP 8275 808880 COM
C H ROBINSON WORLDWIDE INC 4767 766343 COM NEW
VANGUARD INDEX FDS 3494 730693 EXTEND MKT ETF
ACCENTURE PLC IRELAND 2601 697848 SHS CLASS A
ISHARES TR 6495 625302 RUS MID CAP ETF
TESLA INC 1269 570695 COM
SONY GROUP CORP 22000 563200 SPONSORED ADR
GENERAL DYNAMICS CORP 1657 557846 COM
TOWNEBANK PORTSMOUTH VA 16369 546234 COM
BANK AMERICA CORP 8233 452815 COM
PFIZER INC 17061 424819 COM
SERVICE CORP INTL 5416 422286 COM
MERCK & CO INC 3869 407277 COM
LIVE NATION ENTERTAINMENT IN 2780 396150 COM
AMERICAN FINL GROUP INC OHIO 2700 369036 COM
PACKAGING CORP AMER 1620 334093 COM
VANGUARD INDEX FDS 1275 328900 SMALL CP ETF
ISHARES TR 580 224511 RUSSELL 3000 ETF
VANGUARD INDEX FDS 747 216831 MID CAP ETF
BROADRIDGE FINL SOLUTIONS IN 922 205842 COM
BRIGHTSTAR LOTTERY PLC 10600 164088 SHS USD
ISHARES TR 47 5678 CORE S&P SCP ETF